Mittelman Wealth Management Vanguard Index Fds S&P 500 ETF Transaction History
Mittelman Wealth Management
- $154 Billion
- Q2 2024
A detailed history of Mittelman Wealth Management transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 26,149 shares of VOO stock, worth $13.2 Million. This represents 8.48% of its overall portfolio holdings.
Number of Shares
26,149
Previous 26,574
1.6%
Holding current value
$13.2 Million
Previous $12.8 Billion
2.38%
% of portfolio
8.48%
Previous 8.65%
Shares
2 transactions
Others Institutions Holding VOO
# of Institutions
2,996Shares Held
375MCall Options Held
1.16MPut Options Held
1.02M-
Vanguard Group Inc Valley Forge, PA27.6MShares$13.9 Billion0.27% of portfolio
-
Raymond James & Associates St Petersburg, FL23.1MShares$11.7 Billion7.69% of portfolio
-
Bank Of America Corp Charlotte, NC22.9MShares$11.6 Billion1.03% of portfolio
-
Jpmorgan Chase & CO New York, NY21MShares$10.6 Billion0.93% of portfolio
-
Morgan Stanley New York, NY19.9MShares$10.1 Billion0.78% of portfolio